Ask Terry Questions Finding a Fiduciary

Finding a Fiduciary

By Terry Savage on December 28, 2018 | Financial Planning / Retirement

I want to find a financial planner in my area that is also a Fiduciary. Ideally I want to meet/interview more than one. Can you tell me how to find these people?

Terry Says

Please read this recent column on    This is the only service I know of that ONLY lists financial planners who agree to sign the FIDUCIARY PLEDGE — to put your interests first and fully disclose all fees and commissions.  In fact, the planners here do NOT charge commissions for sales of products –only a fee for advice.    And, as you’ll see when you read the column, this is a fascinating online interface that  lets you search,  but does NOT give the planners your name.  You will be put in touch with the ones you choose.  And you can definitely meet more than one.

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